Frederic Baeck
Frederic Baeck is a registered investment advisor at Money Concepts Advisory Service, based in Wethersfield, CT, with 23 years of industry experience. Frederic is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
75 Garden St., Wethersfield, CT, 06109
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business Activities
Frederic is an office manager at Massaro Wealth Management, where he has been providing financial planning services since 1994. He also participates in the Portfolio Management Team, dedicating minimal time to portfolio analysis and updates.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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